Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,491,906 | $107,733+1284.8% | $92,985+1504.5% | $154,746+864.1% |
| Participation rate | 0.0% | 74.6%-74.6pp | 69.5%-69.5pp | 80.7%-80.7pp |
| Annual return | 14.86% | 30.39%-15.5pp | 27.99%-13.1pp | 172.34%-157.5pp |
| Employer contribution / active EE | $7,073 | $3,126+126.2% | $2,662+165.7% | $4,379+61.5% |
| Participant deferral / active EE | $4,007 | $5,053-20.7% | $4,377-8.5% | $6,730-40.5% |
| Admin fee / account holder | $182,891 | $11,369+1508.7% | $9,463+1832.6% | $14,365+1173.1% |